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Nonprofiteer
← EPISCOPAL RETIREMENT SERVICES

Form 990 for tax year 2023

Filed by EPISCOPAL RETIREMENT SERVICES.

Totals

Total revenue
$6,239,462
Total expenses
$6,086,037
Contributions and grants received
$643,699
Grants paid
$0
Program service revenue
$2,581,806
Investment income
$407,766
Other revenue
$2,606,191
Total assets, end of year
$25,769,651
Total liabilities, end of year
$5,502,281
Net assets or fund balances, end of year
$20,267,370
Program services expenses (Part IX)
$6,086,037
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$6,086,037

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $546,238

  • 1f · All other contributions, gifts and grants

    $97,461

  • 2a · Program service revenue: MGMT/DEVELOPER FEES

    total $2,581,806 · related or exempt $2,581,806

  • 3 · Investment income

    total $346,386 · excluded $346,386

  • 7a · Gross sales of assets other than inventory

    securities $61,380

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $61,380

  • 7d · Net gain or loss

    total $61,380 · excluded $61,380

  • 11a · Other revenue: NON-OPERATING INCOME

    total $2,466,675 · related or exempt $2,466,675

  • 11b · Other revenue: MINISTRY REVENUE

    total $152,345 · related or exempt $152,345

  • 11c · Other revenue: PARTNERSHIP INCOME

    total -$12,829 · excluded -$12,829

  • 11e · Other revenue, total

    $2,606,191

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,876,821 · program services $2,876,821

  • 9 · Other employee benefits

    total $321,345 · program services $321,345

  • 10 · Payroll taxes

    total $262,417 · program services $262,417

  • 11c · Fees: accounting

    total $284,910 · program services $284,910

  • 11g · Fees: other

    total $1,497,334 · program services $1,497,334

  • 13 · Office expenses

    total $35,354 · program services $35,354

  • 16 · Occupancy

    total $1,962 · program services $1,962

  • 20 · Interest

    total $524,829 · program services $524,829

  • 22 · Depreciation, depletion and amortization

    total $39,233 · program services $39,233

  • 23 · Insurance

    total $37,419 · program services $37,419

  • 24a · Other expenses: ACTIVITIES COST

    total $104,371 · program services $104,371

  • 24b · Other expenses: TRAVEL, DUES & SUBSCRIP

    total $100,042 · program services $100,042

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,004,681 · end of year $756,957

  • 4 · Accounts receivable

    beginning of year $2,836,165 · end of year $585,985

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $3,907

  • 10a · Land, buildings and equipment: cost or other basis

    $769,838

  • 10b · Land, buildings and equipment: accumulated depreciation

    $670,480

  • 10c · Land, buildings and equipment, net

    beginning of year $138,591 · end of year $99,358

  • 12 · Investments: other securities

    beginning of year $2,042,483 · end of year $2,600,326

  • 13 · Investments: program-related

    beginning of year $622,450 · end of year $874,591

  • 15 · Other assets

    beginning of year $18,857,274 · end of year $20,848,527

  • 17 · Accounts payable and accrued expenses

    beginning of year $948,590 · end of year $1,444,043

  • 19 · Deferred revenue

    beginning of year $858,750 · end of year $719,000

  • 25 · Other liabilities

    beginning of year $3,055,126 · end of year $3,339,238

  • 27 · Net assets without donor restrictions

    beginning of year $19,939,208 · end of year $13,482,987

  • 28 · Net assets with donor restrictions

    beginning of year $699,970 · end of year $6,784,383

Mission and programs · 2023

Mission

THE PURPOSE OF THE CORPORATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE RELIGIOUS AND CHARITABLE PURPOSES OF EPISCOPAL RETIREMENT HOMES, INC. AND EPISCOPAL RETIREMENT SERVICES FOUNDATION.

  • AFFORDABLE SENIOR LIVING: ALL OLDER ADULTS, REGARDLESS OF INCOME, DESERVE TO LIVE IN A SAFE, COMFORTABLE AND ENRICHING ENVIRONMENT. ACROSS OUR REGION AND AROUND THE COUNTRY. THE NEED FOR AFFORDABLE LIVING FOR SENIORS IS GROWING AT AN ALARMING PACE. FOR EVERY SINGLE SENIOR AFFORDABLE LIVING APARTMENT AVAILABLE, THERE ARE TEN INDIVIDUALS WAITING FOR HOUSING AND BY THE YEAR 2030, THE 65-YEAR-OLD POPULATION WILL HAVE DOUBLED. AT EPISCOPAL RETIREMENT SERVICES (ERS), WE ARE RAPIDLY POSITIONING OURSELVES TO BE LEADERS IN THE INDUSTRY TO ADDRESS THIS EMERGING NATIONAL CRISIS. AFFORDABLE SENIOR LIVING BY ERS IS MORE THAN A SET OF APARTMENT BUILDINGS. WE ARE IN THE BUSINESS OF BUILDING COMMUNITIES WHERE SENIORS CAN THRIVE PHYSICALLY, EMOTIONALLY, AND SOCIALLY BY PROVIDING A WIDE RANGE OF AMENITIES AND SERVICES.EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING, LLC (ERSAL) IS AN OHIO LIMITED LIABILITY COMPANY OF WHICH ERS IS THE SOLE MEMBER. ERS PROVIDES THE DEVELOPMENT AND MANAGEMENT SERVICES FOR THE PROJECTS OWNED AND/OR MANAGED BY ERSAL. THESE PROJECTS PROVIDE THE HOUSING FOR SENIORS, THE HANDICAPPED AND LOW-INCOME PERSONS THROUGH VARIOUS NONPROFIT CORPORATIONS, LIMITED PARTNERSHIPS, AND LIMITED LIABILITY COMPANIES. DURING 2023, ERSAL HAD OWNERSHIP INTEREST IN AND/OR MANAGED 31 FACILITIES.THERE WERE 1,966 INDIVIDUALS THAT WERE SERVED AS AFFORDABLE LIVING RESIDENTS IN 2023. TO KEEP PACE WITH GROWTH, $400 PER RESIDENT IS PROJECTED ANNUALLY TO SUPPORT MINISTRY SERVICES AND 1 NEW AFFORDABLE LIVING COMMUNITY IS PLANNED PER YEAR FOR LOW-INCOME SENIORS. MORE THAN 3,000 BUS TRIPS PER YEAR HELP RESIDENTS STAY CONNECTED TO THE BROADER COMMUNITY. EVERY SENIOR DESERVES A PLACE TO FEEL AT HOME IN THEIR RETIREMENT YEARS, NO MATTER WHAT THEIR FINANCIAL SITUATION. WE OFFER RENT-SUBSIDIZED AFFORDABLE SENIOR LIVING COMMUNITIES THAT PROVIDE A VARIETY OF AMENITIES, OPTIONS, AND SERVICES NOT OFTEN FOUND IN COMMUNITIES FOR SENIORS WITH LIMITED INCOMES.ERS'S PURPOSE PERTAINING TO AFFORDABLE HOUSING IS TO PROVIDE SAFE, COMFORTABLE, AND ENRICHING COMMUNITY LIVING TO DESERVING OLDER ADULTS REGARDLESS OF THEIR INCOME LEVELS. WE WILL CONTINUE TO FOSTER LOW-INCOME HOUSING, AND DIRECTLY OR INDIRECTLY OWN, OPERATE, MANAGE, AND DEVELOP AFFORDABLE HOUSING PRIMARILY FOR THE ELDERLY. WE WILL ALSO PROVIDE NECESSARY GUIDANCE, MANAGEMENT SERVICE, STRATEGIC PLANNING, AND CORPORATE INFRASTRUCTURE FOR AFFORDABLE HOUSING FACILITIES SPONSORED BY ERS PRIMARILY FOR THE BENEFIT OF THE ELDERLY, THEIR FAMILIES, AND CAREGIVERS. WE ALSO ENGAGE IN ACTIVITIES TO SUPPORT AFFORDABLE HOUSING COMMUNITIES WHETHER OWNED OR OPERATED, DIRECTLY OR INDIRECTLY, BY ERS INCLUDING PROVIDING FINANCIAL SUPPORT THROUGH FUNDRAISING, FINANCING, OR GUARANTEES OF FINANCING.

    Expenses $5,115,320 · Revenue $5,200,826

  • EPISCOPAL RETIREMENT SERVICES DEVELOPMENT, LLC: THE EPISCOPAL RETIREMENT SERVICES DEVELOPMENT LLC IS AN OHIO LIMITED LIABILITY COMPANY OF WHICH ERS IS THE SOLE MEMBER.

    Expenses $970,717

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tom Regan

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Dora Anim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • W Thomas Cooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • The Rev Darren Elin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • The Rev John Fritschner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Joann Hagopian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Gregory Hopkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Eric Kearney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • The Rev Canon Jack Koepke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Gerron McKnight

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Jenny Payne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Albert Smitherman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Chip Workman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • Elizabeth Zwilling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • Laura Lamb

    CEO/PRESIDENT

    Total calculated
    $595,486
    From this org
    $0
    From related orgs
    $518,728
    Other
    $76,758
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $431,352 related
    Bonus
    $0 + $78,376 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $38,118 related
    Nontaxable benefits
    $0 + $38,640 related
    Filer's total
    $0 + $595,486 related

  • Daniel Steward

    CFO

    Total calculated
    $287,648
    From this org
    $0
    From related orgs
    $252,506
    Other
    $35,142
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,787 related
    Bonus
    $0 + $19,719 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,142 related
    Filer's total
    $0 + $287,648 related

  • James Wilson

    VP, AFFORDABLE LIVING

    Total calculated
    $201,591
    From this org
    $0
    From related orgs
    $186,306
    Other
    $15,285
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,191 related
    Bonus
    $0 + $23,115 related
    Other
    $0
    Deferred
    $0 + $2,908 related
    Nontaxable benefits
    $0 + $12,377 related
    Filer's total
    $0 + $201,591 related

  • Megan Bradford

    VP, MIDDLE MARKET & MINISTRY

    Total calculated
    $150,314
    From this org
    $0
    From related orgs
    $146,102
    Other
    $4,212
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,561 related
    Bonus
    $0 + $16,300 related
    Other
    $0 + $241 related
    Deferred
    $0 + $3,894 related
    Nontaxable benefits
    $0 + $318 related
    Filer's total
    $0 + $150,314 related

  • Joan Wetzel

    VP, HR & ORG. DEV.

    Total calculated
    $205,205
    From this org
    $0
    From related orgs
    $169,067
    Other
    $36,138
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,670 related
    Bonus
    $0 + $17,397 related
    Other
    $0
    Deferred
    $0 + $3,508 related
    Nontaxable benefits
    $0 + $32,630 related
    Filer's total
    $0 + $205,205 related

  • Beverly Edwards

    VP, RESIDENTIAL HEALTHCARE

    Total calculated
    $206,193
    From this org
    $0
    From related orgs
    $202,734
    Other
    $3,459
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,720 related
    Bonus
    $0 + $22,014 related
    Other
    $0
    Deferred
    $0 + $3,139 related
    Nontaxable benefits
    $0 + $320 related
    Filer's total
    $0 + $206,193 related

  • Bryan Reynolds

    VP, MARKETING (UNTIL 12/29/23)

    Total calculated
    $179,040
    From this org
    $0
    From related orgs
    $141,924
    Other
    $37,116
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,078 related
    Bonus
    $0 + $10,846 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $37,116 related
    Filer's total
    $0 + $179,040 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EPISCOPAL RETIREMENT HOMES INC, A RELATED PARTY, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: -COMPENSATION SURVEY OR STUDY -COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • EPISCOPAL RETIREMENT SERVICES FOUNDATION

    501(C)(3) · INVESTMENT · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES INC

  • CANTERBURY COURT INC

    501(C)(3) · LOW INCOME HOUSING · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • CAMBRIDGE HEIGHTS APARTMENTS INC

    501(C)(3) · LOW INCOME HOUSING · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • ST PAUL VILLAGE I INC

    501(C)(3) · LOW INCOME HOUSING · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • EPISCOPAL CHURCH HOME

    501(C)(3) · RETIREMENT COMMUNITIES · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES INC

  • EPISCOPAL RETIREMENT HOMES INC

    501(C)(3) · LOW INCOME HOUSING · OH · controlled entity

    Directly controlled by EPISCOPAL RETIREMENT SERVICES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

    LOW INCOME HOUSING · OH · income $1,011,337 · assets $18,844,842

    Directly controlled by EPISCOPAL RETIREMENT SERVICES INC

  • EPISCOPAL RETIREMENT SERVICES DEVELOPMENT LLC

    OWNERSHIP OF EPISCOPAL RETIREMENT SERVICES STRATEGIC INVESTMENTS, LLC · OH · income -$933,146 · assets $6,924,809

    Directly controlled by EPISCOPAL RETIREMENT SERVICES INC

  • EPISCOPAL RETIREMENT HOMES STRATEGIC INVESTMENTS LLC

    INVESTMENT · OH · income $0 · assets $0

    Directly controlled by EPISCOPAL RETIREMENT SERVICES DEVELOPMENT LLC

  • ERHAL HOLDINGS LLC

    LOW INCOME HOUSING · OH · income $0 · assets $1,365,000

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • ERHAL OHIO HOLDINGS LLC

    LOW INCOME HOUSING · OH · income $0 · assets $420,788

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • SPRINGFIELD SHAWNEE PARKING LLC

    LOW INCOME HOUSING · OH · income $1,833 · assets $25,501

    Directly controlled by ERHAL INC

  • ERS ANDERSON PROPERTY LLC

    LOW INCOME HOUSING · OH · income $0 · assets $58,337

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • ERS WILMINGTON PROPERTIES LLC

    LOW INCOME HOUSING · OH · income $0 · assets $0

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • THOMASTON WOODS GP LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 60% owned · share of assets $4,517,392 · general or managing partner

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • THOMASTON WOODS LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.06% owned · share of income -$276,778 · share of assets $8,252,169 · general or managing partner

    Directly controlled by THOMASTON WOODS GP LLC

  • ERH AL SENIOR HOUSING AT ANDERSON LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 1% owned · share of income -$60,402 · share of assets -$2,065 · general or managing partner

    Directly controlled by ERH ANDERSON GP LLC

  • CANTERBURY COURT LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$51,201 · share of assets $6,614,723 · general or managing partner

    Directly controlled by CANTERBURY COURT INC

  • CAMBRIDGE HEIGHTS APARTMENTS LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$157,111 · share of assets $3,782,326 · general or managing partner

    Directly controlled by CAMBRIDGE HEIGHTS APARTMENTS INC

  • ST PAUL VILLAGE I LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$222,737 · share of assets $6,122,753 · general or managing partner

    Directly controlled by ST PAUL I INC

  • ST PAUL VILLAGE II LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$207,060 · share of assets $8,570,334 · general or managing partner

    Directly controlled by ST PAUL II INC

  • FOREST SQUARE ASSOCIATES LLC

    EXCLUDED · INVESTMENT IN REAL ESTATE · OH · 75% owned · share of assets $2,138 · general or managing partner

    Directly controlled by ERHAL INC

  • FOREST SQUARE APARTMENTS LP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$133,774 · share of assets $1,809,526 · general or managing partner

    Directly controlled by FOREST SQUARE ASSOCIATES LLC

  • SHAWNEE REVITALIZATION ASSOCIATION LLC

    EXCLUDED · REAL ESTATE DEVELOPMENT · OH · 75% owned · share of assets $330,064 · general or managing partner

    Directly controlled by ERHAL INC

  • SHAWNEE PLACE LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$216,877 · share of assets $4,583,545 · general or managing partner

    Directly controlled by SHAWNEE REVITALIZATION ASSOCIATION LLC

  • WOODBURN POINTE ASSOCIATES LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 75% owned · share of assets $7,163 · general or managing partner

    Directly controlled by ERHAL INC

  • WOODBURN POINTE LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$27,919 · share of assets $1,179,798 · general or managing partner

    Directly controlled by WOODBURN POINTE ASSOCIATES LLC

  • ELBERON ASSOCIATES LLC

    EXCLUDED · REAL ESTATE HOLDING CO. · OH · 75% owned · share of assets $186,812

    Directly controlled by ERHAL INC

  • ELBERON SENIOR APARTMENTS LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$74,133 · share of assets $2,228,454 · general or managing partner

    Directly controlled by ELBERON ASSOCIATES LLC

  • SPRINGFIELD SHAWNEE COMMERCIAL LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 75% owned · share of income -$10,274 · share of assets -$267,754 · general or managing partner

    Directly controlled by ERHAL INC

  • WALNUT COURT LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$156,438 · share of assets $5,849,245 · general or managing partner

    Directly controlled by WALNUT COURT GENERAL PARTNER LLC

  • TRENT SENIOR VILLAGE LIMITED LIABILITY LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.6% owned · share of income -$361,239 · share of assets $6,857,261 · general or managing partner

    Directly controlled by TRENT SENIOR VILLAGE GENERAL PARTNER LLC

  • KNOWLTON NORTHSIDE LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 1% owned · share of income -$402,496 · share of assets $7,881,209 · general or managing partner

    Directly controlled by KNOWLTON NORTHSIDE GP LLC

  • MARLOWE COURT COMMERCIAL LLC

    EXCLUDED · LOW INCOME HOUSING · OH · 90% owned · share of income -$453,480 · share of assets $9,250,691 · general or managing partner

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • MARLOWE COURT LP

    EXCLUDED · LOW INCOME HOUSING · OH · 10% owned · share of income $32,401 · share of assets $524,431 · general or managing partner

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • PRAIRIE VIEW LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 99.9% owned · share of income -$165,459 · share of assets $7,163,685 · general or managing partner

    Directly controlled by PRAIRIE VIEW GP

  • RACHEL COURT LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 80% owned · share of income -$189,645 · share of assets $6,023,661 · general or managing partner

    Directly controlled by RACHEL COURT GP

  • SCHEPER RIDGE LIMITED LIABILITY LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 99.9% owned · share of income -$332,986 · share of assets $8,638,674 · general or managing partner

    Directly controlled by SCHEPER RIDGE GP

  • MADISON VILLA LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$370,599 · share of assets $11,499,378 · general or managing partner

    Directly controlled by MADISON VILLA GP LLC

  • SUNRISE TERRACE LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$196,662 · share of assets $5,158,350 · general or managing partner

    Directly controlled by SUNRISE TERRACE GP LLC

  • WESTMINSTER COURT I LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$210,142 · share of assets $8,013,606 · general or managing partner

    Directly controlled by WESTMINSTER COURT I GP LLC

  • WESTMINSTER COURT II LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$56,082 · share of assets $5,297,871 · general or managing partner

    Directly controlled by WESTMINSTER COURT II GP LLC

  • PRAIRIE GARDENS LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · share of income -$44,077 · share of assets $5,540,816 · general or managing partner

    Directly controlled by PRAIRIE GARDENS GP LLC

  • PEDRETTI PLACE LIMITED PARTNERSHIP

    EXCLUDED · LOW INCOME HOUSING · OH · 0.1% owned · general or managing partner

    Directly controlled by PEDRETTI PLACE GP LLC

  • MM DEVELOPMENT LLC

    EXCLUDED · LOW INCOME HOUSING · OH · share of income -$1,550 · share of assets $1,148,450 · general or managing partner

    Directly controlled by EPISCOPAL RETIREMENT SERVICES ENRICHED LIVING INC

  • THE PRESERVE AT OLIVE BRANCH LLC

    EXCLUDED · SENIOR HOUSING · OH · share of income -$64 · share of assets $1,149,316 · general or managing partner

    Directly controlled by MM DEVELOPMENT LLC

  • PRESERVE AT OLIVE BRANCH LOTS LLC

    EXCLUDED · SENIOR HOUSING · OH · general or managing partner

    Directly controlled by MM DEVELOPMENT LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ERHAL INC

    C · GP OF VARIOUS PARTNERSHIPS · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • ERH ANDERSON GP LLC

    C · GP OF ERH AL SENIOR HOUSING AT ANDERSON LIMITED PARTNERSHIP · OH · 100% owned · share of assets $9

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • ST PAUL I INC

    C · GP OF ST. PAUL VILLAGE I LIMITED PARTNERSHIP · OH · 80% owned · share of income -$29,543 · share of assets $442,876

    Directly controlled by ST PAUL VILLAGE I INC

  • ST PAUL II INC

    C · GP OF ST. PAUL VILLAGE II LIMITED PARTNERSHIP · OH · 80% owned · share of income $22 · share of assets -$1,646

    Directly controlled by ST PAUL VILLAGE I INC

  • WALNUT COURT GENERAL PARTNER LLC

    C · GP OF WALNUT COURT LIMITED PARTNERSHIP · OH · 100% owned · share of assets -$737

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • TRENT SENIOR VILLAGE GENERAL PARTNER LLC

    C · GP OF TRENT SENIOR VILLAGE LIMITED LIABILITY LIMITED PARTNERSHIP · OH · 100% owned · share of assets $539,906

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • KNOWLTON NORTHSIDE GP LLC

    C · GP OF KNOWLTON NORTHSIDE LIMITED PARTNERSHIP · OH · 99.99% owned · share of assets $380,495

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • MARLOWE COURT GP LLC

    C · GP OF MARLOWE COURT LIMITED PARTNERSHIP · OH · 90% owned · share of assets $530,725

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • PRAIRIE VIEW GP

    C · GP OF PRAIRIE VIEW LIMITED PARTNERSHIP · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • RACHEL COURT GP

    C · GP OF RACHEL COURT LIMITED PARTNERSHIP · OH · 20% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • SCHEPER RIDGE GP

    C · GP OF SCHEPER RIDGE LIMITED LIABILITY LIMITED PARTNERSHIP · OH · 100% owned · share of assets $1,118,000

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • MADISON VILLA GP LLC

    C · GP OF MADISON VILLA LIMITED LIABILITY PARTNERSHIP · OH · 90% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • SUNRISE TERRACE GP LLC

    C · GP OF SUNRISE TERRACE LIMITED LIABILITY PARTNERSHIP · OH · 80% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • WESTMINSTER COURT I GP LLC

    C · GP OF WESTMINSTER COURT I LIMITED LIABILITY PARTNERSHIP · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • WESTMINSTER COURT II GP LLC

    C · GP OF WESTMINSTER COURT II LIMITED LIABILITY PARTNERSHIP · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • PRAIRIE GARDENS GP LLC

    C · GP OF PRAIRIE GARDENS LIMITED LIABILITY PARTNERSHIP · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • PEDRETTI PLACE GP LLC

    C · GP OF PEDRETTI PLACE LIMITED LIABILITY PARTNERSHIP · OH · 100% owned

    Directly controlled by EPISCOPAL RETIREMENT SERVICES AFFORDABLE LIVING LLC

  • EPISCOPAL RETIREMENT SERVICES ENRICHED LIVING INC

    C · GP OF MM DEVELOPMENT, LLC · OH · 100% owned · share of income -$1,550 · share of assets $530,712

    Directly controlled by ERS DEVELOPMENT LLC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423209349304552

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